TIFFANYS WEALTH MANAGEMENT LTD

Financial Services Senior Administrator

Position Description

• Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experience essential

Person Description

• Must be extremely Organised and able to multitask.
• Must have strong communication skills.
• Team Player.
• Dependable and reliable.
• Determined and positive mindset.
• Must be able to use initiative.
• Demonstrate a hard working attitude, willing to go the extra mile.

Main Objectives

• To deliver a First Class Service to the Advisors and clients
• Overseeing Advisor diaries
• Staff 121’s
• Point of contact for Staff members to assist with queries/issues
• To assist with the daily running of the office
• To work alongside the Management Team ensuring excellent client outcomes
• To build knowledge in Financial Services
• To build and maintain strong relationships with clients and keeping them up to date with progress on their requests
• To liaise with external providers gathering information
• To provide Administration support to the Advisors ensuring accuracy and attention to detail
• Ensure Staff are up to date with training

Client Administration

• Production of Wealth Accounts and Investor Returns
• Client servicing process including Annual Reviews
• Managing and overseeing the completion of Debrief actions
• Seeing cases through from start to finish via our case tracking system.
• Holding weekly staff meetings
• Gathering information for reports
• Business Processing using multiple systems
• Completing Actions requested from the Advisors
• Ensure processes are followed within our internal systems such as updating client data correctly in line with compliance
• Working alongside PA ensuring client reviews are up to date
• keep your knowledge and training up to date by completing required and additional training modules
• Provide training to staff members on any updates/changes to processes
• Ensuring our training material/checklists and systems are up to date
• Data recording of Partner summaries
• Liaising with Paraplanners
• Ensuring invoices/insurances/complaints/errors are dealt with and managed

General Office Duties

• Being a point of contact for clients, answering the telephone, greeting clients and visitors to the office
• Overseeing Mailshots/marketing

Compliance

• Ensure your knowledge of Compliance issues is up to date and take examinations as required to evidence this
• Ensure all tasks within your remit are carried out in a Compliant fashion, in relation to both internal procedures and regulatory requirements
• Advise Management team of any possible breaches of Compliance

Advantage/Preferred

• Previous management Experience
• Previous St. James’s Place Wealth Management experience

Must Have

• Financial Services experience (Pensions and Investments)
• Team leader/worked alongside management assisting with management duties

Technology

• Imputing and maintaining information on company databases

Benefits

• Permanent position, subject to probationary period of six months
• Salary dependent on experience. Potential to increase as skills develop and role responsibility progresses
• Holiday of 4 weeks i.e. 23 days in addition to public holidays
• Pension included. (autoenrollment after probation period)
• Private Medical Cover (after probation)

Job Type: Full-time, Permanent

Salary: Dependent on experience

Schedule: 8:45am - 5pm Mon - Fri

Ability to commute/relocate: Farnham, GU9 8BB: reliably commute or plan to relocate before starting work (required)

Work Location: In office

Job Types: Full-time, Permanent

Schedule:

• Monday to Friday

Experience:

• Team management: 1 year (preferred)
• Administrative: 1 year (preferred)

Language:

• English (preferred)

Licence/Certification:

• Driving Licence (preferred)

Work Location: In person